Current MODEL Selections

• PDF

• EXCEL

Weekly Performance Reports

• PDF

3rd Party Market Commentary, White Papers & Reports

• Standard & Poors April 2024 Market Attributes

• IMF World Economic Outlook April 2024
  

Sector & Style Box Rankings

• Domestic Sector

• Domestic Style Box

Advisor Tools

• Portfolio Optimizer

• Portfolio Allocation Tool

• Risk Assessment Questionnaire

• Model Correlation Matrix

• ETF Mapping Guide

• Summary of Technical Indicators used by iQUANT models

Brochures, Presentations & Papers

• iQUANT Brochure

• Summary of iQUANT Investment Models

• The Importance of Investment Models

  A Holistic Approach to Discussing Investment Returns

• Navigating Risk Discussions with Clients

• Understanding Why Bonds Fail in an Inflationary Environment

  The Importance of a Long-Term Approach

• Don’t Kiss Off Bonds Due to One Bad Year

• Guide to Investment Terms

• Portfolio Optimization

• Harnessing Standard Deviation, Kurtosis, and Skewness for Better Investment Outcomes

• Simple Examples of Risk Measurements

• Unveiling the Power of CAGR - A More Accurate Measure of Investment Performance